Package Pricing

Early Momentum

Launch

Starting at $500

As your business grows, having clean, accurate books becomes essential for making confident financial decisions. This option keeps you organized with monthly bookkeeping, reconciliations, and up-to-date financial statements—so you always have a clear picture of your finances. Ideal for smaller teams that need reliable financial tracking without the unnecessary extras.

  • Monthly Bookkeeping
  • Software Setup/Cleanup
  • Chart of Accounts Management
  • Monthly Reconciliations
  • Monthly Financial Statements

 

Growth Ready

Propel

Starting at $1,000

Revenue is growing, but managing cash flow and profitability is key. This option adds strategic financial oversight with cash flow analysis, budgeting, and AR/AP tracking—empowering you to optimize resources, plan for growth, and stay ahead of surprises. Ideal for companies scaling their team and client roster.

  • Launch Package
  • AR/AP Tracking
  • Receipt & Expense Management
  • Cash Flow Analysis
  • Annual Budget
  • Breakeven Analysis
  • Quarterly Financial Planning
  • 1099 Tax Prep
Performance Driven

Elevate

Starting at $2,000

As you scale, financial strategy becomes mission-critical. This option delivers comprehensive financial planning, KPI monitoring, and variance analysis—plus a monthly strategy session to align your growth goals with real-time insights. Perfect for companies focused on maximizing profitability, streamlining operations, and making confident, data-driven decisions.

  • Propel Package
  • Payroll Management Services
  • KPI & Metric Reporting
  • Quarterly Budget to Actual Analysis
  • Monthly Variance Analysis
  • Monthly Financial Planning Meeting